OH Cap Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 330600
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.13%
- Individuals2.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
OH Cap Asset Management is a small, owner-operated independent registered investment adviser structured as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and it lists market timing services among its advisory activities. Fee arrangements include a percentage of assets under management as well as hourly and fixed fees. OH Cap does not classify itself as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- US Government Bonds18%
- State & Local Bonds10%
- Public Funds/Mutual Funds8%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Michael Aussieker
President, CCOCRD 5210923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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